We are live on ! Find out more
ELV icon

Elevance Health

795 hedge funds and large institutions have $39.4B invested in Elevance Health in 2017 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 266 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 65

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

17% more capital invested

Capital invested by funds: $33.7B → $39.4B (+$5.63B)

2% more funds holding

Funds holding: 783795 (+12)

0.89% more ownership

Funds ownership: 89.13%90.01% (+0.89%)

2% less call options, than puts

Call options by funds: $217M | Put options by funds: $222M

18% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 324

Holders
795
Holders Change
+12
Holders Change %
+1.53%
% of All Funds
19.79%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.85%
New
88
Increased
266
Reduced
324
Closed
65
Calls
$217M
Puts
$222M
Net Calls
-$4.91M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
451
Maverick Capital
Texas
$1.37M -$38.2K -240 -3%
TCM
452
Teza Capital Management
Illinois
$1.35M +$1.3M +8,148 New
GWM
453
Geneos Wealth Management
Colorado
$1.34M +$98K +616 +8%
MA
454
MUFG Americas
New York
$1.33M +$925K +5,818 +258%
Susquehanna International Group
455
Susquehanna International Group
Pennsylvania
$1.32M -$25.9M -163,016 -95%
KFBMI
456
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.32M
NIMC
457
NWQ Investment Management Company
California
$1.32M -$159K -1,000 -11%
CA
458
Commerzbank Aktiengesellschaft
Germany
$1.32M +$649K +4,082 +105%
SAM
459
Symphony Asset Management
California
$1.32M -$41.4K -260 -3%
DSI
460
Daiwa SB Investments
Japan
$1.29M -$89.1K -560 -7%
BVDMP
461
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.27M
WI
462
WBI Investments
New Jersey
$1.26M +$1.21M +7,624 New
FMTCOCP
463
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.26M -$103K -650 -8%
FFWA
464
FRG Family Wealth Advisors
Washington
$1.25M -$26.2K -165 -2%
CEP
465
Chicago Equity Partners
Illinois
$1.23M +$165K +1,040 +16%
BFA
466
Bragg Financial Advisors
North Carolina
$1.21M
CONA
467
Capital One National Association
New York
$1.21M -$84.3K -530 -7%
CB
468
Commerce Bank
Missouri
$1.21M +$95.3K +599 +9%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$1.19M +$28K +176 +3%
DY
470
Dowling & Yahnke
California
$1.18M +$66.2K +416 +6%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M -$220K -1,380 -16%
DADC
472
D.A. Davidson & Co
Montana
$1.18M +$122K +770 +12%
AP
473
Advisor Partners
California
$1.18M +$171K +1,072 +18%
EOJOAM
474
E. Ohman J:or Asset Management
Sweden
$1.17M +$159K +1,000 +16%
LTFS
475
Ladenburg Thalmann Financial Services
Florida
$1.17M -$37.9K -238 -3%

ELV Hedge Fund Activity: Q1 2017 in Review

795 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2017, worth a combined $39.4B — up 17% from $33.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new ELV positions and 65 closed out — a net gain of 23 holders — while 266 added to existing stakes and 324 trimmed.

The largest buyer was BlackRock, adding an estimated $3.49B. The largest seller was Vulcan Value Partners, cutting an estimated $210M.

  • 795 institutional investors held Elevance Health (ELV) as of Q1 2017, up from 783 in Q4 2016.
  • Funds reported $39.4B of Elevance Health stock for Q1 2017, up 17% quarter-over-quarter.
  • 88 funds opened new Elevance Health positions in Q1 2017 and 65 closed out, a net change of +23 holders.
  • The largest Elevance Health buyer in Q1 2017 was BlackRock, an estimated $3.49B added.
  • The largest Elevance Health seller in Q1 2017 was Vulcan Value Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2017.